SCHD icon

Schwab US Dividend Equity ETF

1,759 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 825 increasing their positions, 626 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
-26
Holders Change %
-1.46%
% of All Funds
23.59%
Holding in Top 10
240
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.89%
% of All Funds
3.22%
New
128
Increased
825
Reduced
626
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
1651
CNB Bank
Pennsylvania
$49K -$18.6K -702 -28%
FCMT
1652
Founders Capital Management (Texas)
Texas
$47.7K
DEM
1653
Disciplined Equity Management
Florida
$47.1K
C
1654
Covestor
United Kingdom
$47K +$27.5K +1,040 +141%
ITIM
1655
Indiana Trust & Investment Management
Indiana
$46.3K
CFS
1656
Compass Financial Services
Iowa
$45.6K +$451 +17 +1%
TIM
1657
Total Investment Management
Arizona
$42.6K +$42.6K +1,607 New
SSG
1658
Summit Securities Group
New York
$42.4K +$42.4K +1,600 New
KHC
1659
Koesten Hirschmann & Crabtree
Kansas
$39.8K
OA
1660
Operose Advisors
Wisconsin
$39.6K
FFA
1661
Frazier Financial Advisors
Ohio
$39.5K +$7.95K +300 +25%
VNIM
1662
Vaughan Nelson Investment Management
Texas
$39.4K +$39.4K +1,485 New
KSB
1663
Kennebec Savings Bank
Maine
$39.2K +$345 +13 +0.9%
HDIM
1664
Hanson & Doremus Investment Management
Vermont
$39K
MIM
1665
MTM Investment Management
South Carolina
$37.7K
MEG
1666
Millstone Evans Group
Colorado
$37.1K +$3.29K +124 +10%
OIA
1667
Optimum Investment Advisors
Illinois
$36.7K +$159 +6 +0.4%
FMP
1668
Financial Management Professionals
Texas
$34K +$24K +907 +242%
NFSG
1669
Newbridge Financial Services Group
Florida
$33.8K -$6.25K -236 -16%
AA
1670
Addison Advisors
Vermont
$33.7K -$15.6K -590 -32%
IA
1671
IFS Advisors
Kansas
$33.5K +$4.98K +188 +17%
PP
1672
PrairieView Partners
Minnesota
$33K +$12K +467 +57%
SRCM
1673
Signature Resources Capital Management
California
$33K
BI
1674
Binnacle Investments
Iowa
$32.3K
PFM
1675
Phillips Financial Management
Indiana
$31.1K +$9.52K +359 +44%